How Can I Help?
MORTGAGE FACT FIND
Full Name
Date of Birth
Full Postal Address
Residential Status
Phone Number
Marital Status
Smoker
Years/Months in the UK
Date Moved In
No.of children
Ages of children
Nationality
Visa Type
Visa Expiry date
INCOME & EMPLOYMENT
INCOME & EMPLOYMENT
Job Title
Percentage of company owned
Industry
Employer's/Company Name
Employment Status
Years/Months of service
Basic Salary
Do you receive Commission?
Do you receive Overtime?
Do you receive Bonuses?
Bonus Frequency
Dividends from UK Companies (Most recent year)
Dividends from UK Companies (Previous Year)
Profit from Self-Employment (Most recent year)
Profit from Self-Employment (Previous Year)
Profit from UK Land & Property (Most recent year)
Profit from UK Land & Property
(Previous Year)
Do you receive any state benefits, Maintenance or Pension income?
FINANCIAL COMMITMENTS
How many credit card, store cards, personal loans, HP, Lease Agreements etc do you have?
Lender
Balance
Payment per month
Balance paid off every month
Child/Spousal maintenance
What are your travel costs to work per month
How much is your child care costs per month
What is your Ground Rent per month
What is your Service Charge per month
What is your Shared Ownership rent per month
Have you missed any payments in the last 3 years
Do you have any defaults, CCJs, IVAs, or been bankrupt?
CURRENT MORTGAGE
Property Type
Property Purchase date
Property Purchase price
Original mortgage amount
Current Value
Current Outstanding mortgage
Do Early Redemption Charges (ERC) apply
Date ERCs expire
How much is your ERC
Current mortgage lender
Account Number
Payment method
Remaining mortgage term
Current interest rate
Current product
Monthly payment
IF BTL: what is the monthly rental income
What is your affordable monthly mortgage budget
OTHER PROPERTIES YOU OWN
How Many Other Properties do you own?
1
2
3
4
5
What type of property is it
Outstanding mortgage balance
Outstanding mortgage balance
Monthly repayment
Gross Rental Income per month
Current Property Value
Mortgage Provider
NEW PROPERTY PURCHASE
Purchase Type
Purchase Price
Mortgage Amount required
Source of deposit
Property Type
Tenure
IF Leasehold: Years remaining on Lease
IF Flat: Floor number
IF Flat: How many floors in block (including basements & attics)
IF Flat: No. of flats in block
IF Flat: Does blockof flats have a lift
IF BTL: Rental income per month
What type of mortgage product would you like?
What mortgage term would you like?
How long would you like the mortgage product for?
What is your monthly budget for mortgage payments?
MORTGAGE PROTECTION
How long does your employer pay your salary if you cannot work?
How would you pay your mortgage & bills if you could not work?
Would you like your mortgage paid off if you or your partner die?
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